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James A Puzzo

Vice President, Trust Officer

Professional Profile

James Puzzo is a Vice President and Trust Officer at Bank of America Private Bank, in New Haven, Connecticut. His focus is on the administration of clients’ trusts and carrying out provisions contained in trust documents. James is the main point of contact for clients and their beneficiaries when it comes to matters of trust administration and will engage other Bank of America Private Bank specialists to assist, as appropriate. At Bank of America Private Bank, we recognize each trust and each beneficiary is unique, and we provide highly personalized service to help carry out your estate plans.

Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2006, James worked in various roles in the banking industry.

He serves on the Board of Directors for the Connecticut Estate and Tax Planning Council.

James does not provide legal advice in his role at Bank of America Private Bank.

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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.